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Can't match or merge certain duplicates from account downloads - how to correct it

I'm getting duplicates for certain automatic deposits. When I try to match them, I get the Ø symbol.
The date and amount are identical, the name might have a transaction #, but even if I make the names match, the transactions don't match. I have to delete one to balance my statement.

How can I prevent or fix these duplicates? One is from Groupon.

Answers

  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    Manually entered transactions can only be matched to a downloaded transaction one time.  Moreover, you can't match a downloaded transaction to another downloaded transaction. You can confirm this by choosing to show the Matched Status column-this will show if your transactions has been already matched. 

    So, if you are getting duplicates (which it sounds like you are), you will have to delete the duplicate. 

    If you are getting duplicates, all you can do is contact Support and report the issue to them. The problem is upstream of you. (If the account is Direct Connect, then the issue is from your bank.)
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